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Vanguard Intermediate-Term Treasury ETF

710 hedge funds and large institutions have $23.8B invested in Vanguard Intermediate-Term Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 363 increasing their positions, 181 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more call options, than puts

Call options by funds: $1.61M | Put options by funds: $725K

101% more repeat investments, than reductions

Existing positions increased: 363 | Existing positions reduced: 181

96% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 46

7% more capital invested

Capital invested by funds: $22.3B → $23.8B (+$1.56B)

5% more funds holding

Funds holding: 676710 (+34)

1.02% less ownership

Funds ownership: 73.96%72.94% (-1%)

3% less funds holding in top 10

Funds holding in top 10: 103100 (-3)

Holders
710
Holders Change
+34
Holders Change %
+5.03%
% of All Funds
10.2%
Holding in Top 10
100
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.91%
% of All Funds
1.44%
New
90
Increased
363
Reduced
181
Closed
46
Calls
$1.61M
Puts
$725K
Net Calls
+$888K
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
EB
101
Emprise Bank
Kansas
$20.9M +$4.34M +72,664 +27%
Cetera Investment Advisers
102
Cetera Investment Advisers
Illinois
$20.9M +$3.79M +63,513 +23%
NRW
103
Nova R Wealth
Kansas
$20.7M +$160K +2,688 +0.8%
FIA
104
Foundations Investment Advisors
Arizona
$20.7M +$17.1M +287,087 +520%
ONB
105
Old National Bancorp
Indiana
$20.1M +$813K +13,616 +4%
AA
106
Addison Advisors
Vermont
$19.9M +$7.5M +125,643 +62%
Stifel Financial
107
Stifel Financial
Missouri
$19.9M +$40.6K +680 +0.2%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$19.8M +$1.33M +22,279 +7%
CFD
109
Creative Financial Designs
Indiana
$19.5M +$1.82M +30,528 +10%
AAS
110
Ameritas Advisory Services
Nebraska
$19.3M -$10.5M -175,739 -36%
FFA
111
Farther Finance Advisors
California
$19.1M +$3.37M +56,551 +22%
PWMG
112
Private Wealth Management Group
New Jersey
$18.5M +$796K +13,338 +5%
RJA
113
Raymond James & Associates
Florida
$17.8M -$6.73M -112,707 -28%
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$17.5M +$3.26M +54,706 +23%
RBC
115
Roble Belko & Company
Pennsylvania
$17.4M -$333K -5,583 -2%
OWM
116
OneAscent Wealth Management
Alabama
$17.3M +$38.3K +642 +0.2%
Pathstone Holdings
117
Pathstone Holdings
New Jersey
$17.2M +$17M +284,140 New
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$16.5M +$4.7M +78,725 +41%
VT
119
Vise Technologies
New York
$16.3M +$838K +14,042 +5%
EW
120
Evoke Wealth
California
$15.6M +$15.2M +254,948 +6,562%
PNAA
121
Pictet North America Advisors
Switzerland
$15.5M -$711K -11,910 -4%
WFA
122
Wade Financial Advisory
California
$15.5M +$735K +12,319 +5%
WA
123
WBH Advisory
Maryland
$15.4M +$1.93M +32,312 +15%
CISOA
124
Capital Investment Services of America
Wisconsin
$15.2M +$112K +1,875 +0.7%
WF
125
Whelan Financial
California
$14.9M +$247K +4,140 +2%

VGIT Hedge Fund Activity: Q3 2024 in Review

710 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard Intermediate-Term Treasury ETF (VGIT) for Q3 2024, worth a combined $23.8B — up 7% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VGIT positions and 46 closed out — a net gain of 44 holders — while 363 added to existing stakes and 181 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $418M. The largest seller was Fidelity Investments, cutting an estimated $322M.

  • 710 institutional investors held Vanguard Intermediate-Term Treasury ETF (VGIT) as of Q3 2024, up from 676 in Q2 2024.
  • Funds reported $23.8B of Vanguard Intermediate-Term Treasury ETF stock for Q3 2024, up 7% quarter-over-quarter.
  • 90 funds opened new Vanguard Intermediate-Term Treasury ETF positions in Q3 2024 and 46 closed out, a net change of +44 holders.
  • The largest Vanguard Intermediate-Term Treasury ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $418M added.
  • The largest Vanguard Intermediate-Term Treasury ETF seller in Q3 2024 was Fidelity Investments, an estimated $322M sold.

Based on aggregated 13F filings for Q3 2024.